Relationship Banker

Responsibilities

• Engage clients in the lobby to educate and assist them with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Accurately and efficiently process cash transactions for clients as needed.
• Have deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals.

• Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Demonstrates strong client engagement and relationship‑building skills while effectively educating clients on self‑service banking technologies. Applies critical thinking and problem‑solving abilities to identify and connect clients with financial solutions that align with their goals.

• Client Engagement
• Self‑Service Banking Education
• Critical Thinking
• Relationship Building
• Time Management

• Cash Transaction Processing
• Mobile Banking
• Online Banking
• ATM Operations

• Enthusiasm
• Motivation
• Communication
• Adaptability
• Collaboration

• Financial Goals
• Client Solutions
• Compliance
• Financial Services